Punjabi_DadMD

I have an orthopedic surgery joke, but I need clearance from Cardiology.

@James56487175 You have been amazing!

Slowly winding down on here after solid ~6 year run. Once my last big inv soon adds another digit behind the family net worth, it’ll be time for a substantial break until the next target rich environment appears. Minimum stress + maximum travel, sun, steaks & weights = best IRR.

@James56487175 So bottom line, keep buying?

$DBG.V / $DBLVF One of a kind deposit given its numerous critical minerals (Co, Sc, Cu & more TBA), location & already impressive scale/economics (USD $5+ b). Likely to be among largest mines in North America (2-3+ b tons) when the ~100 current drill holes expands to hundreds…

@Danavcyg @Christopher_01 Interesting. I keep coming back to that the underlying business is now in the "execution phase" after cleaning up the balance sheet. More news to come.

$AMZE Sub $8 million market cap for what they have is astonishing.... Hugely volatile and heavily shorted. Strap yourselves in for 2026

@James56487175 Need couple more recs (not the “you can pick from the 20 tickers basket” you did last time 😂)

Yes, in ~2.5 months did VERY well on the “loading up on tankers” call from early Jan. But most of this capital is now probably better allocated into very shaken & very cheap gold/copper miners. $DBG.V / $DBLVF especially.

@James56487175 Great run last few days! Thank you so much for the rec! It’s almost 4x for me! 🙏

@Regadenoson It’s a $0.5 billion asset that’s all of sudden back in the money. I hope they don’t truncate the value by selling it too hastily (given their desire to be Fintech)

@James56487175 any recent views on MAHA? Saw they exercised the call option for Venezuela asset. Still holding full position? Thank you

NO CRYING IN THE CASINO

$DGXX My Take on USDC Spinoff & Michel Amar Interview TL;DR: I see spinoff as a net positive, I remain bullish, but cautious. April is month of execution, lets see how it goes. First of all, I would like to thank @FrankCurzio for doing this interview. Frank has done a lot for $DGXX shareholders and has been a constant resource of information. I feel he received an unjustified amount of negative feedback last week. He is providing this information for free for all of you, so please make sure to follow him. Second, I noticed there were a lot of negative emotions last week. I admit I was more bearish than I had ever been after reading the initial press release. It is good that DigiPower X published a statement and more information on the topic, but I feel that a couple million in market cap could have been saved. I want to be very clear on one thing: If a -20% drop in stock price makes you very emotional, it means you might have over-invested. Please manage your position size accordingly. Never go all in on any micro-cap. Micro-caps involve a lot of risks that you need to manage. That being said, after analyzing all the available information and listening to the interview, I am no longer bearish on this move, but there are definitely some caveats I will keep an eye on. Let's start with the elephant in the room, the USDC Spinoff. $DGXX stock dropped 20% last week after announcing the spinoff of US Data Centers (USDC), and full outrage over fears of dilution and insiders taking the best assets. After the spinoff, USDC will be a completely separate entity created to build and sell and manufacture ARMS. It has zero assets currently—just the IP/prototype developed by $DGXX. Building this hardware business is highly capital-intensive. Doing it inside $DGXX would have heavily diluted existing shareholders. By spinning it out, USDC raises its own capital. DGXX is protected from the downside risk but keeps the majority of the upside (owning ~55% of USDC). Without this spinoff, DigiPower X would not have heavy hitters like Hans Vestberg on board. With his connections. Michel heavily leaned on the fact that they couldn't afford to pay former Verizon CEO Hans Vestberg a $24M–$30M cash salary. Vestberg's compensation—and the rationale for the spin-off—is entirely equity-based so $DGXX keeps its cash. Amar also confirmed that it costs 5.5 million dollars to build one MW of Tier 3 infrastructure (including ARMS, excluding GPUs). This is a very low number. Well done here. Now here is the caveat. This all sounds good, but I will be keeping an eye on what management really does. My biggest fear is that the 55% we own on USDC might be diluted to a much smaller number in future as press releases in general are not binding. Worth keeping an eye. Site Updates & Execution Some updates were provided during the interview: Alabama (70 MW): The site is ready. $20M worth of Nvidia B200/B300 GPUs are currently being tested at Supermicro and will be delivered and operational next month. DGXX just added 33 acres to the site, expanding the site to 55 acres. $DGXX also secured a massive perk with Nvidia/Supermicro for next-business-day replacement on any failed chips. North Tonawanda (120 MW): The regulatory bottlenecks are finally clearing. The 60 MW gas combined-cycle power plant just got its load study approved, plus they secured an additional 60 MW of clean hydropower from the grid. After a three-year wait, DGXX just received the approved load study for their fully owned 60 MW gas combined-cycle power plant. Amar noted the base valuation of this plant alone has skyrocketed, conservatively pegging it at at least $1 million per megawatt in today's market. North Carolina (200 MW pipeline): Zoning was just approved for a site located right near Google's NC hub. This is the long-term growth engine mapped out for 2028–2030. Local news is already buzzing about job creation. As North Carolina is still in the distant future, I have not considered it in my own thesis. It is a bonus if it happens. Upcoming Catalysts The interview makes it clear that April will be a game changer for DigiPower X. There will be multiple catalysts coming. NeoCloudz launch: DGXX’s first true AI revenues are literally weeks away. They just dropped $20M on next-gen Nvidia B200/B300 GPUs, which are currently undergoing rigorous testing at Supermicro to ensure zero failures. Next month, these go live at the Alabama site. CEO Michel Amar specifically pointed out that when competitors like $APLD and $IREN transitioned from "talking about AI" to actually processing AI data, their market caps exploded. This launch is the exact moment DGXX pivots from being valued as a crypto miner to a credible AI infrastructure player. Insane Revenue Potential: Every 1 MW of GPU-as-a-service generates roughly $1.3 million a month. Converting 100 MW over the next 18 months would mean that given that they execute on that timeline, an eye-watering $130 million in monthly recurring revenue—meaning they could generate their entire current market cap in revenue every 30 days. Hyperscalers on the Sidelines: Big Tech is completely starved for power right now (as Frank noted, Microsoft is buying nuclear energy 20 years in advance). Amar confirmed that major institutions and hyperscalers are actively "waiting on the sidelines," watching DGXX closely. They are in dire need of power, but they want to see proof of concept first. Once DGXX successfully powers up its GPUs next month, the "execution risk" effectively drops to zero, which is the exact trigger needed for these deep-pocketed hyperscalers to start signing massive colocation deals. Nvidia Partnership: This is a massive, under-the-radar catalyst. Amar confirmed he is actively meeting with Nvidia and Supermicro leadership to establish DGXX as an NCP. Why is this a game-changer? Because once certified, whenever an enterprise customer buys GPUs directly from Nvidia, Nvidia will actively recommend DGXX as the certified, premier site to host and power those chips. It essentially turns Nvidia into a built-in, global sales funnel for DGXX's infrastructure. Final Thoughts I see this spinoff as a net positive, and I remain bullish on $DGXX. I will continue to hold it as a shareholder. There is, however, definitely more risk on the table after the spinoff. Despite justifying the spinoff, Michel glossed over the exact breakdown of the other insider ownership in USDC. The specific financial terms, operating agreements, and exact cap table between $DGXX and USDC were not addressed and remain private. For skeptical shareholders, the mechanics of how insiders are compensated here are still a mystery. April will be the month of execution. I will be keeping an eye on how DigiPower X keeps its promises. If they deliver on those promises, I do believe there will be a massive re-rate; however, any delays in execution will probably cause some sell pressure on the stock.

@BullishNSassy @FrankCurzio @michelamar3 😂

@FrankCurzio @michelamar3

Just finished taping my exclusive interview with $DGXX CEO @michelamar3. It's in production and we'll post it right here in about 60 min. A few highlights: - Creating USDC is brilliant - USDC results in ZERO dilution for DGXX shareholders - It locks in superstar talent (former CEO of Verizon / board member of Blackrock) long-term without having to pay them tens of millions in compensation every year - Updates on Alabama, NY and North Carolina assets - Michel has not sold one share in over 10 years - Huge short-term catalysts in the pipeline... Overall, it was a great interview! He addressed many of the questions you asked on X. You'll see why creating USDC is a game-changer. Thanks to the $DGXX community for the outreach... and looking forward to your feedback.

@rk8215 @FrankCurzio @rk8215 need your expert breakdown!

$DGXX stay tuned for @FrankCurzio interview! 🔥

@Regadenoson Kootenay Silver $KTN.V and $OCG.TO are now basically the cheapest they have ever been compared to the metal. But many are cheap and backtesting 2020 highs, sometimes also 2016 highs now from. Resistance turned into support.

@KParaat Been following for some time. What are your couple cheap gold and silver developers/producers. I got CERT and VZLA. also have ATY

$80 silver and $5000 gold are the new price floors. Where the roof is? Nobody knows. I do see silver junior miners with huge deposits that have never been cheaper against silver here.

@FrankCurzio @FrankCurzio Michel better answer questions raised on X platform rather than “his take” on the issue. I’m long and strong but he/management needs to come out clean.

These are people taking advantage of all the X idiots who overreacted to news that’s clearly a game-changer for the company.

@James56487175 @James56487175 are you still a buyer at current price for $AAU.AX?

Great for the people of Cuba & $AAU.AX

Would like to know who owns the tens of millions spent on GPUs. Did those go to USDC too since they’re inside the pods? If the only asset USDC holds is the patent for ARMs, and none of the new AI revenue is allocated to USDC then maybe it’s excusable. The entire market thinks that you all stole the best and highest margin assets for next to nothing with extreme intention by uplisting to the Canadian CBOE and using a Canadian rule (the loophole) to be able to fraudulently value USDC as you did and steal it from the shareholders responsible for funding the entire thing. If that’s the case, the company can expect a class action. So maybe tell Michel and company that they need to explain how they don’t actually fuck shareholders over. And to be clear, there is likely no way forward where Michel and team aren’t seen as snakes. This stock is going back to $1s because no one trusts anyone at the top and this shenanigan is just the latest reason not to trust a fucking thing this leadership does. Overblown? Maybe. The optics are absolutely horrendous. No one takes the time to explain anything. You all operate in the shadows and it only looks like yall are here to fuck retail in every which way.

@YungAds_ Sad to see this. Wonder what’s @rk8215 opinion is about this? Thank you

I just sold all my $DGXX. I am shocked and completely blindsided by the announcement that USDC is getting spun off in the way it is. Outside investors paid $800,000 for 3.2 million shares of Preferred Stock (valuing the shares at roughly $0.25 each). Meanwhile, DGXX insiders were handed 10.2 million shares of Common Stock simply "in exchange for services." Alone, not THAT problematic. You must incentivise Hans and co. DGXX retains a "majority" (over 50%) of the equity. To maintain 50.1% ownership against the 13.4 million shares now held by insiders and preferred investors, DGXX likely holds around 13.5 million shares. This means out of a roughly ~27 million total share count, insiders just awarded themselves roughly 37% of the new AI company for zero cash. ARE YOU KIDDING ME. DGXX shareholders effectively just paid for the ARMS platform's R&D, only to have nearly 40% of its future upside handed to management for "services." DGXX shareholders ate 50%+ dilution in the last 5-6 months, paid millions for capex, salaries, bonuses… to be given 50% of something we thought we owned? By spinning the ARMS Platform into US Data Centers as a whole separate company, DGXX is stripped of the high growth, high-margin, AI intellectual property out of the public company. We are losing direct ownership of the modular AI hardware story. That’s not even the worst part. I could forgive all of that. I really could. But what i can’t forgive is management backdooring the entire thing.. with ZERO shareholder approval. If you look closely at the Forward-Looking Statements at the very end of the release, the company quietly discloses a massive risk factor: "the Company's lack of voting control over USDC." Even though DGXX owns over 50% of the economic equity in USDC right now, the corporate structuring (likely through the Preferred Shares or special voting rights attached to the Insider shares) means DGXX shareholders have zero control over what USDC does next. Management and Hans Vestberg can now run USDC entirely as a private entity, raising more capital and diluting DGXX's 50% stake further, without needing our vote. Our shareholder protections were completely violated. Because giving 10.2 million shares to insiders is a "Related Party Transaction," it normally requires minority shareholder approval and a formal independent valuation under Canadian securities law (MI 61-101). HOWEVER 1) The board explicitly bypassed asking shareholders for permission by claiming the exemption that the deal was "under 25% of the company's market capitalization." 2) They also skipped the mandatory 21-day advance warning for a material change report to push the deal through "in an expeditious manner." They intentionally rushed this so shareholders couldn't object. This is a deal breaker for me. Each issue alone is manageable. I understand incentivising Hans & Co, I understand private market valuations, I understand proper spin-offs. But all together, this thing reeks of red flags and insider enrichment. Why wouldn’t they carve out USDC properly like BTBT/WYFI, why wouldn’t hans take DGXX equity and why would they betray the trust and judgement of shareholders and refuse to let us vote on ANY of this. I wish everyone the best of luck and hope I’m wrong here. I just realised over £25,000 in losses - at one point was up over 200%. I don’t take this lightly.

$DGXX is still a hidden gem. They're a powerhouse. They have a clear roadmap to a $2 BILLION market cap, backed by a strong balance sheet with plenty of cash and minimal debt. I see this returning to — and moving beyond — $6 with ease this year. We mentioned @DigipowerX in our live event yesterday and it's absolutely a buy at these levels.

@Henrik115 Followed you into this. Looks good.!

Market seem to not buy Asante Gold $ASE.v production outlook of 400k oz or see some other issue. I still believe they will get to that run rate of 100k oz per quarter sooner or later in H1-26. This company is valued at 1/3 of the lowest peer among 400k oz producers.